CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13.7B
AUM Growth
+$203M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
657
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$96.6M
3
+$61.5M
4
PAA icon
Plains All American Pipeline
PAA
+$39M
5
TGE
Tallgrass Energy, LP Class A Shares
TGE
+$35.9M

Top Sells

1
+$66.3M
2
+$58.2M
3
+$31.7M
4
CWEN icon
Clearway Energy Class C
CWEN
+$28.6M
5
AM
ANTERO MIDSTREAM PARTNERS LP
AM
+$28.3M

Sector Composition

1 Energy 28.02%
2 Technology 14.08%
3 Healthcare 11.86%
4 Financials 10.66%
5 Consumer Discretionary 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20M 0.15%
518,041
-627,678
127
$19.8M 0.14%
884,394
-1,338
128
$19.5M 0.14%
247,155
+6,073
129
$19.5M 0.14%
198,220
+1,722
130
$19.3M 0.14%
228,006
+2,877
131
$19.2M 0.14%
355,572
-2,202
132
$19.2M 0.14%
286,592
-13,694
133
$19.2M 0.14%
808,600
-20,784
134
$19M 0.14%
811,944
+22,944
135
$18.9M 0.14%
+861,690
136
$18.9M 0.14%
791,197
-13,253
137
$18.3M 0.13%
230,559
-18,760
138
$18.2M 0.13%
544,842
+496,766
139
$18.1M 0.13%
186,538
-8,931
140
$17.5M 0.13%
74,087
+4,765
141
$17.5M 0.13%
574,317
-46,329
142
$17.1M 0.12%
164,579
+4,215
143
$16.8M 0.12%
684,536
-265,476
144
$16.7M 0.12%
224,831
+2,152
145
$16.6M 0.12%
233,237
+49,989
146
$16.1M 0.12%
290,900
-14,961
147
$16.1M 0.12%
93,390
+970
148
$16M 0.12%
239,752
+7,430
149
$15.9M 0.12%
148,793
+6,040
150
$15.9M 0.12%
91,975
+328
4 5
6
7 8